The GM-X Order subsystem handles sales and purchase orders for order-to-bill and procure-to-order processes.
Sales order entry and management
- Supports multiple user defined sales types such as Internet, catalog, wholesale, retail
- Maintains and tracks sales orders and details for goods, services or features
- Optionally links each sales order to the relevant request
- Links sales order details to the relevant quote details or to related order details
- Maintains order date, due date, earliest ship date and contacts for sales orders
- Automatically adds standard or required features to sales order details
- Allows user selection of optional features for sales order details
- Automatically determines applicable prices, discounts and allowances
- Supports and automatically applies discount vouchers for promotional campaigns
- Automatically determines applicable surcharges and taxes
- Maintains estimated delivery dates for sales order details
- Maintains shipping instructions and comments for sales order details
- Maintains supplier notes and supplier part numbers for sales order details
- Supports sample sales
- Supports multiple user defined terms of trade for sales orders
- Allows terms of trade for sales orders to be linked to sales orders or sales order details
- Allows entry of user defined fields and values for sales orders and sales order details
- Supports multiple user defined sales order roles such as buyer, salesperson, authorizer
- Identifies respective roles of a sales order's issuing and receiving parties
- Emails can be sent automatically to customers on change of order status
- Supports sales order statuses such as pending, confirmed, on hold, approved, invoiced
- Allows user defined rules governing allowable sales order status changes
- Automatically tracks the status history for each sales order and its details
Online sales (B2C or B2B)
- Can receive new orders automatically from front-end Web sites via Web services
- Ability to retain sales orders and details in a customer’s shopping cart prior to checkout
- For shopping cart details, retains information about selected products, services and features
- Supports any number of online payment gateways such as PayPal® or credit cards
- Optional customer payment by bank transfer and acceptance of bank transfers
- Supports any number of online payment statuses received from payment gateways
Sales reporting
- Sales totals by period and group with optional spreadsheet download
- Sales totals by product, period and group with optional spreadsheet download
Purchase orders
- Maintains and tracks purchase orders (POs) and details for goods, services or features
- Optionally links each PO to the relevant requirement and/or request
- Links PO details to the relevant quote details or to related order details
- Option to automatically build POs and PO details from selected sales order details
- Maintains order date, due date, earliest ship date and contacts for POs
- Maintains estimated delivery dates for PO details
- Maintains shipping instructions and comments for PO details
- Maintains supplier notes and supplier part numbers for PO details
- Supports multiple user defined terms of trade for POs
- Allows terms of trade for POs to be linked to POs or PO details
- Allows entry of user defined fields and values for POs and PO details
- Supports multiple user defined PO roles such as buyer, salesperson, authorizer
- Identifies respective roles of a PO's issuing and receiving parties
- Prints and sends PO documents to suppliers with optional supplier confirmation
- Supports PO statuses such as pending, confirmed, on hold, approved
- Allows user defined rules governing allowable PO status changes
- Automatically tracks the status history for each PO and its details
Stock transfers
- Maintains and tracks transfer orders for inventory to be moved from one facility to another
- Optionally links each transfer order to the relevant requirement and/or request
- Maintains order date, due date, earliest ship date and contacts for transfer orders
- Maintains estimated delivery dates for transfer order details
- Maintains shipping instructions and comments for transfer order details
- Allows entry of user defined fields and values for transfer orders and details
- Supports multiple user defined transfer order roles such as buyer, salesperson, authorizer
- Identifies respective roles of a transfer order's issuing and receiving parties
- Supports transfer order statuses such as pending, confirmed, on hold, approved
- Allows user defined rules governing allowable transfer order status changes
- Automatically tracks the status history for each transfer order and its details